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THE TRUTH ABOUT: Techinsights - Caught on Camera

iPhone 18 Pro Price Update: Analyst Ming-Chi Kuo Reveals Why Imminent Apple Smartphone Is Bleeding Cash

Apple's iPhone 18 Pro may see a price increase to $1,399 due to rising component costs and new features, sparking debate on consumer acceptance.

International Business Times UK

Chinese fab SMIC's 7nm metal pitch beats Intel 18A but lags 38% on density, teardown finds — Huawei's sanctions-beating HiSilicon Kirin 9030 is the first subject of SemiAnalysis's new teardown lab

SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.

Tom’s Hardware

Huawei's latest mobile is armed with China's most advanced process node to date despite using blacklisted chipmaker — Huawei Kirin 9030 mobile SoC made on SMIC N+3 process, but can't compete with 5nm node

TechInsights says Huawei's Kirin 9030 is built on SMIC’s N+3 process: an incremental, DUV-based extension of its 7nm-class technology that pushes density without EUV but falls well short of true 5nm nodes amid rising yield challenges.

Tom’s Hardware

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China bans research company that helped unearth Huawei's use of TSMC tech despite U.S. bans — TechInsights added to Unreliable Entity List by state authorities

Beijing has banned TechInsights from doing business with Chinese companies because it has "defied China's strong objections to engage in activities such as so-called military-technical cooperation with Taiwan, made malicious remarks concerning China, and assisted foreign governments in suppressing Chinese companies."

Tom’s Hardware

What's Really Inside Huawei's 'Domestic' AI Chips?

Huawei's latest AI chips, promoted as a milestone in China's push for technological self-reliance, continue to rely on critical components from Taiwan Semiconductor Manufacturing Co. (NYSE:TSM), Samsung (OTC:SSNLF), and SK Hynix, a teardown by TechInsights reveals.

Benzinga

China's premier memory-maker YMTC struggles amid chokehold of US sanctions — outdated chipmaking tools and lack of new tools have hampered production and development of new tech

YMTC's efforts to expand its presence in the 3D NAND memory market have stalled as US export restrictions prevent the company from acquiring advanced tools needed to scale production.

Tom’s Hardware

Producing wafers at TSMC Arizona is only 10% more expensive than in Taiwan: TechInsights

Despite comments suggesting high costs in the U.S., analysts found that producing chips at TSMC's Arizona fab costs less than 10% more than in Taiwan.

Tom’s Hardware

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Huawei reportedly acquired two million Ascend 910 AI chips from TSMC last year through shell companies

According to CSIS, Huawei has millions of AI chips from SMIC despite yield problems.

Tom’s Hardware

Intel's 18A and TSMC's N2 process nodes compared: Intel is faster, but TSMC is denser

TSMC will continue to have an advantage over rivals with N2, but Intel has secret sauce.

Tom’s Hardware

China will likely reduce purchase of chipmaking tools this year as homegrown toolmakers ramp up

This year's wafer fabrication equipment (WFE) sales to Chinese chipmakers will drop because of sanctions and overcapacity, according to a TechInsights webinar.

Tom’s Hardware

Chinese chipmaker ships record-breakers: YMTC quietly begins shipping 5th Gen 3D TLC NAND

Analysis of YMTC's 294-layer 3D NAND indicates that the company continues to advance despite U.S. sanctions.

Tom’s Hardware

Huawei sticks to 7nm for latest processor as China's chip advancements stall

Huawei reportedly decided not to use its 5nm and 6nm process technologies for its latest smartphone processor.

Tom’s Hardware

Analyst firm raises alarm about EUV chipmaking tools — each consumes as much power as a small city, fabs to consume 54,000 Gigawatts by 2030

Leading-edge semiconductor fabs to consume 54,000 Gigawatts a year by 2030, which is more than some countries consume today.

Tom’s Hardware

Huawei's latest AI processors were allegedly made by TSMC: Report

Huawei denies existence of its Ascend 910B processor as controversy with TSMC heats up.

Tom’s Hardware

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Projections show that Arm CPUs will power 40% of notebooks sold in 2029

A semiconductor-focused market intelligence firm has charted the rise of the Arm architecture in the notebook market up to 2030. In a new research bulletin, TechInsights predicts that 40% of notebooks sold by the end of the decade will be based on SoCs using the Arm architecture

Tom’s Hardware

China's 3D NAND leader YMTC gradually switching to homegrown chipmaking tools

While China-based YMTC increases share of domestic tools, it still cannot reject equipment made in Europe and the U.S.

Tom’s Hardware

Huawei launches another 7nm processor built by sanctioned Chinese fab SMIC — Kirin 9010 builds on previous design

Despite efforts of U.S. government, HiSilicon continues to develop high-end SoCs and SMIC continues to make them.

Tom’s Hardware

Huawei's 5nm Kirin 9006C laptop chip was reportedly produced by TSMC in 2020, dispelling production rumors at Chinese fab SMIC

Teardown reveals that SMIC did not produce Huawei's 5nm Kirin 9006C laptop processor, it was TSMC in 2020.

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Tom’s Hardware

China's Blacklisted YMTC Ships World-Leading 232-Layer 3D QLC NAND

YMTC first to ship 232-layer 3D QLC NAND memory, ahead of Micron, SK Hynix, and Solidigm.

The Guardian - AU

China dodges western 5G chip embargo with new Huawei Mate 60 phone

Mate 60 Pro mobile phone is said to use chip made in China that was thought impossible without access to restricted western technology

Tom’s Hardware

Samsung's First 3nm GAA Chip Found in Cryptominer

China-based MicroBT uses Samsung's 3 nm process technology for the Whatsminer M56S++ mining ASIC.

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